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Published policy
How ranking works
Every factor and weight that determines which companies are invited to a bid and in what order they appear. Payment is not among them, and there is no mechanism by which it could be.
| Factor | Weight | How it is measured |
|---|---|---|
| Service area match | Gate | The company has explicitly declared this city inside a service area. Not a radius guess. |
| Licensing where required | Gate | Verified against the state registry within the last 30 days. |
| Size band experience | 18 | Communities managed within the Board’s door band over the trailing 3 years. |
| Property type experience | 14 | HOA, condo, co-op, POA, master, mixed-use, active adult. |
| Forward priority capability | 12 | Declared specialties matched against what the Board says the new company must focus on. |
| Profile completeness | 12 | Percentage of required profile fields answered. Non-answers count against it. |
| Fee schedule currency | 10 | Days since last attestation. Stale schedules are deprioritized, then suspended. |
| Responsiveness | 10 | Invitation-to-proposal time and response rate on prior bids. |
| Board ratings | 9 | Post-engagement ratings collected at 90 days and annually from the Boards that hired the firm through BoardMatch. The client, not the governed. |
| Public consumer reviews — Google, Yelp, Facebook, BBB | 0 | Displayed to Boards in full, including negative ones, and deliberately excluded from scoring. Managers enforce decisions Boards make. The homeowners most motivated to review are usually the ones who lost that decision, which makes a public rating a poor and frequently inverted measure of whether a firm serves a Board well. |
| Capacity | 8 | Stated ability to take on the community, and manager portfolio load. |
| Credentials | 7 | CMCA, AMS, PCAM, LSM, RS, CIRMS counts and AAMC accreditation. |
| Counter-evidence penalty | up to −8 | Applied where a company’s own metrics match the failure the Board is leaving over. |
| Payment of any kind | 0 | There is no advertising inventory, no sponsored result, no premium tier, and no mechanism to pay for invitations. |
Load-balancing. Among companies within a few points of each other on match score, invitations are spread rather than concentrated on the same three firms in a market. A company that has received a disproportionate share of a market’s invitations over the trailing 90 days is deprioritized at the margin. We publish this because it affects the companies who bid here.